Acquisition Expansion Following its recent acquisition by Lido Advisors for 24 billion dollars, Avitas Wealth Management is positioned for significant growth and increased market presence in Los Angeles, presenting opportunities to partner with a rapidly expanding wealth management firm.

Niche Client Focus Avitas emphasizes personalized, goal-oriented advice, distinguishing itself from traditional financial advisors and appealing to clients seeking transparent, relationship-driven financial planning—an opening for tailored service offerings and technology solutions that enhance client engagement.

Asset Investment Activity The company actively invests in tech and aerospace sectors, such as Unity Software and Howmet Aerospace, indicating a focus on innovative and growth-oriented assets—potential opportunities to introduce investment platforms or sector-specific financial products.

Private Equity Launch With its launch of a Private Equity Fund in 2020 focused on public and late-stage private growth companies, Avitas shows interest in alternative investments, suggesting potential for partnerships or product offerings in private equity and venture capital markets.

Technology Stack Using a modern technology stack including WordPress, Microsoft 365, and analytics tools, Avitas is digitally engaged and open to technological enhancements—presenting avenues to offer digital solutions that improve operational efficiency and client experience.